PolyPid (NASDAQ:PYPD) Issues Quarterly Earnings Results

PolyPid (NASDAQ:PYPD) issued its quarterly earnings results on Wednesday. The company reported ($0.41) earnings per share for the quarter, missing the consensus estimate of ($0.34) by ($0.07), Zacks reports.

Here are the key takeaways from PolyPid’s conference call:

• PolyPid reported positive SHIELD II Phase 3 results for D-PLEX100, meeting the primary and key secondary endpoints and showing a meaningful reduction in surgical site infections; the FDA gave written pre‑NDA feedback supporting a rolling NDA and said the existing clinical data appears adequate for submission.
• The company expects to begin a rolling NDA submission by the end of Q1 2026 and, with Fast Track/Breakthrough designations, anticipates an accelerated review timeline (targeting a ~6‑month priority review).
• PolyPid is in advanced U.S. partnership discussions with hospital‑focused commercial partners and is ramping commercialization readiness—KOL engagement, health‑economics work, packaging/branding and market access planning are underway to support a rapid post‑approval launch.
• As of Dec 31, 2025 the company held $12.9M in cash (plus $3.7M from subsequent warrant exercises) and believes runway extends into H2 2026, indicating a near‑term need to secure additional financing or partnership revenue that could dilute shareholders or pressure the stock.
• Management formally introduced Kynatrix as a next‑generation delivery platform and is advancing a preclinical ultra long‑acting GLP‑1 program (~60‑day release), a longer‑term opportunity while D‑PLEX100 remains the immediate commercial focus.

PolyPid Trading Down 1.9%

PYPD traded down $0.09 on Wednesday, hitting $4.59. 12,463 shares of the company’s stock traded hands, compared to its average volume of 72,847. The company’s 50 day simple moving average is $4.34 and its 200-day simple moving average is $3.79. The firm has a market cap of $72.98 million, a price-to-earnings ratio of -1.54 and a beta of 1.52. PolyPid has a one year low of $2.30 and a one year high of $5.12.

Institutional Investors Weigh In On PolyPid

A hedge fund recently raised its stake in PolyPid stock. BNP Paribas Financial Markets grew its stake in shares of PolyPid Ltd. (NASDAQ:PYPD) by 56.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,734 shares of the company’s stock after buying an additional 3,500 shares during the period. BNP Paribas Financial Markets owned 0.06% of PolyPid worth $32,000 as of its most recent filing with the Securities and Exchange Commission (SEC). 26.47% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages recently commented on PYPD. Wall Street Zen raised PolyPid from a “sell” rating to a “hold” rating in a report on Sunday, November 16th. Roth Mkm reduced their price target on PolyPid from $10.00 to $9.00 and set a “buy” rating for the company in a research report on Thursday, November 13th. Citigroup reaffirmed a “market outperform” rating on shares of PolyPid in a research report on Monday, December 1st. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of PolyPid in a research note on Monday, December 29th. Five investment analysts have rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $12.25.

About PolyPid

PolyPid Ltd is a clinical‐stage biotechnology company focused on polymer‐based drug delivery technologies designed to enhance the performance of therapeutic agents at mucosal surfaces. Leveraging its proprietary Mucoadhesive & Mucus‐Penetrating (MMP) platform, PolyPid develops long‐acting formulations for ocular, oral and pulmonary indications. Its lead candidates include OncoTears and OralTear, therapies targeting dry eye and dry mouth conditions, respectively, as well as Paclical, a polymer‐formulated paclitaxel designed to improve tolerability and antitumor activity in oncology patients.

Founded in 2003 and headquartered in Jerusalem, Israel, PolyPid has assembled an international patent portfolio covering key markets in North America, Europe and Asia.